Fort Washington Investment Advisors’s Donaldson DCI Stock Holding History

Fort Washington Investment Advisors’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,305	Closed	-$407K	–	395
2022 Q3	$407K	Hold	8,305	–	–	﹤0.01%	340
2022 Q2	$400K	Hold	8,305	–	–	﹤0.01%	348
2022 Q1	$431K	Hold	8,305	–	–	﹤0.01%	416
2021 Q4	$492K	Hold	8,305	–	–	﹤0.01%	403
2021 Q3	$477K	Hold	8,305	–	–	﹤0.01%	402
2021 Q2	$528K	Hold	8,305	–	–	﹤0.01%	383
2021 Q1	$483K	Hold	8,305	–	–	﹤0.01%	384
2020 Q4	$464K	Hold	8,305	–	–	﹤0.01%	391
2020 Q3	$386K	Hold	8,305	–	–	﹤0.01%	399
2020 Q2	$386K	Buy	+8,305	New	+$367K	﹤0.01%	398
2014 Q4	–	Sell	-8,000	Closed	-$325K	–	428
2014 Q3	$325K	Sell	8,000 -400	-5%	-$16.3K	0.01%	389
2014 Q2	$355K	Buy	8,400 +3,000	+56%	+$125K	0.01%	387
2014 Q1	$229K	Sell	5,400 -75	-1%	-$3.15K	﹤0.01%	407
2013 Q4	$238K	Hold	5,475	–	–	0.01%	460
2013 Q3	$209K	Sell	5,475 -525	-9%	-$19.4K	0.01%	429
2013 Q2	$214K	Buy	+6,000	New	+$218K	﹤0.01%	411

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fort Washington Investment Advisors's DCI Position: Q4 2022 in Review

Fort Washington Investment Advisors sold out of Donaldson (DCI) in Q4 2022, closing a stake of 8,305 shares — an estimated $407K sold.

Fort Washington Investment Advisors first reported a position in DCI in Q2 2013 and held it in 16 quarters. The position peaked at $528K in Q2 2021. 417 funds tracked by Wall St. Rank hold DCI as of Q4 2022.

Fort Washington Investment Advisors reported no remaining Donaldson position as of Q4 2022 after selling out during the quarter.
Fort Washington Investment Advisors sold 8,305 Donaldson shares in Q4 2022, an estimated $407K.
Fort Washington Investment Advisors first reported a position in Donaldson in Q2 2013 and held it in 16 quarters.
Fort Washington Investment Advisors's Donaldson position peaked at $528K in Q2 2021.
417 funds tracked by Wall St. Rank held Donaldson as of Q4 2022.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.